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Lead time for new Intel NIC orders is quoted around 52 weeks

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Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#191
post #117

Just in time manufacturing contributes a lot to this shortage. We rely so much on integrated supply chain logistics, the pandemic clearly brought in to focus the "optimizations" of JIT manufacturing. The lack of local supply pools as buffer is so short sighted.

I don't know much about how supply chains function so I am wondering how is just in time manufacturing still to blame when the chip shortage has been ongoing for over a year? Wouldn't everyone have burned through their inventory at this point?

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Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#192

Earlier quoted context omitted.

https://en.wikipedia.org/wiki/User_Datagram_Protocol would like a word

Ouch, thanks for the pushback! But isn’t it called tcp/ip for a reason?

Do you use a VPN to connect your corporate laptop to your employer’s network from home? Do you use Wireguard, or its easier-to-use derivative, Tailescale, to connect any of your devices? Do you use any form of VOIP (Voice over IP)?

(Edited because I forgot the big one) Have you ever used a name and not an IP address to connect to something on the internet?

Congratulations! You’re a UDP user!

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#193

Earlier quoted context omitted.

If computer network technology had been built on the same shortsighted business logic we would never have had the internet.. Imagine a link-layer protocol without any buffers, no retransmissions or any kind of resilience, built on the most optimistic estimates; that’s essentially what the “business world” has built with their irrational philosophy based around “the market”..

https://en.wikipedia.org/wiki/User_Datagram_Protocol would like a word

UDP is almost always used with buffers, error correction codes, and other measures to deal with imperfection

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#194

Earlier quoted context omitted.

Ouch, thanks for the pushback! But isn’t it called tcp/ip for a reason?

Do you use a VPN to connect your corporate laptop to your employer’s network from home? Do you use Wireguard, or its easier-to-use derivative, Tailescale, to connect any of your devices? Do you use any form of VOIP (Voice over IP)? (Edited because I forgot the big one) Have you ever used a name and not an IP address to connect to something on the internet? Congratulations! You’re a UDP user!

Yes! I absolutely use UDP!

I once built a prototype network stack on top of a udp library that simulated a physical network layer..

Doesn’t change the fact that tcp/ip was the network stack that enabled the internet.

But I was trying to sidestep that tangent by mentioning link layer protocols in my second paragraph.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#195

Earlier quoted context omitted.

If you look at the various ports, the ships are waiting to enter so that they can offload. There's a lack of shipping options available to get items to the US in the first place, that means that various bits and bobs necessary to manufacture a widget aren't available because they are stuck in a shipping container somewhere around the world and there is no available space to put it on a ship.

Yep outside of a few industries that have specific supply constraints (like semiconductors) the broad shortages are mostly due to the ports. They have zero room to absorb the additional demand thanks to the longshoreman unions having blocked all opportunities for automation and efficiency improvements over the past couple decades, so a record number of ships are waiting at anchor for many days if not weeks outside of…

Blaming failures on unions and employees' rights is a traditional excuse for US companies it seems.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#196
post #118

Just in time manufacturing contributes a lot to this shortage. We rely so much on integrated supply chain logistics, the pandemic clearly brought in to focus the "optimizations" of JIT manufacturing. The lack of local supply pools as buffer is so short sighted.

Not using just in time manufacturing might help with short-term disruptions, but we're approaching the two year point on the pandemic and the associated global disruptions and it's just not realistic to keep enough stock in for that long. The current generation of stuff like CPUs and GPUs hasn't even been released and in production for that long...

Well to be fair, it's not 2 years of stock that would be needed, as there was still some production that was happening during theses 2 years.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#197
post #190

Earlier quoted context omitted.

My understanding is that the 1st order disruption is long-over. The factories and ports are all back online, etc. two years out all that’s left is the ripple effects of the original ~6 month disturbance. It’s just that those ripples are amplified by the way the supply chain operates (just in time).

The first-order disruption definitely isn't long over - important manufacturing locations like Vietnam and Malaysia were in lockdown until as recently a week or two ago, and I don't think things are back to operating normally there yet Parts of China might still actually be under lockdown right now.

Is lockdown really effecting manufacturing in those places? Because when we had "lockdown" where I live that meant no fun, not no work - but of course everywhere has done it differently

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#198

Earlier quoted context omitted.

When I saw the time lapsed footage of a emergency hospital being built in Wuhan in only 10 days I turned to the wife and said there is some big $hit coming. Three weeks later we had 4 cases from Italian tourists - it all went pear shaped from there - 2.91M infected and 87,819 deaths.

China was also welding people in their homes, I don’t think they should be used as a barometer of how serious something is

Entire city of Wuhan (11 million) and later the province of Hubei was placed on lockdown - that is 58 million people - it was very serious.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#199
post #112

Work laptop was quoted today as delivery in "up to" 24 weeks (with well-informed people saying it might well take that long). And I cannot find anyone with Raspberry Pi CM3+ compute modules with delivery before April 2022.

Honest question: How can everyone be short of chips? I understand that e.g. car makers reduced their orders and their capacity was given to other manufacturers so they are kind of screwed but surely since the overall capacity got increased (albeit by a relatively small amount) then some manufacturers should have stuff. As far as I can see, pretty much everyone who uses electronics seems to be not just "a bit short" b…

Well, bear in mind that you're only hearing about the people who're complaining and those will tend to be large manufacturers with significant production volumes. The little shops all over the place that bought a year's inventory are fine now but still anxiously wondering what will happen when inventory runs out.

I just left my last job (engineering services) a couple months ago, but we were already warning new customers that they should be prepared to buy whatever inventory we could find if they wanted to be able to ship product by Christmas.

Re: Lead time for new Intel NIC orders is quoted around 52 weeks

#200
post #188

Earlier quoted context omitted.

> You also need the ability to raise prices when there are shortages in order to encourage buffering. No, but I can see how someone would some to that conclusion by thinking narrowly in terms of pop free market dogma. > Unfortunately, the people who like anti-price gouging laws appear to prefer shortages and misallocation of goods. Price gouging is actually a worse misallocation of goods. It's still a shortage , but…

> It's still a shortage, but it just doesn't hit rich people as hard. It sounds like you're assuming that increases in price don't increase quantity supplied. While this may be true in some contexts (e.g. completely unexpected global crisis), there are many cases in which it does: - In a local crisis, an increase in price encourages shipping in goods from areas not in crisis. Why would someone take the risk of shippi…

> - In a local crisis, an increase in price encourages shipping in goods from areas not in crisis. Why would someone take the risk of shipping for the same price they can get elsewhere?

One reason is that people don't operate exclusively in the market paradigm, but free market economics makes the (false) simplifying assumption that they do.

> - As the GP mentioned, the ability to raise prices provides an incentive for stockpiling goods. Why would someone incur the expense of maintaining a stockpile in exchange for no benefit in a case where the stockpile is needed?

If you think about that actual scenario, that makes no sense as a business decision. People aren't going to pay the costs of stockpiling something in the off chance they can benefit from price gouging during an unpredictable crisis.

What really happens is parasites try to drain the supply chain so they can flip the goods at a price-gouging markup. You saw this during the pandemic: dudes driving around buying all the hand sanitizers and masks they could, then keeping them in their garage away from where they were needed, hoping to make a big personal profit. All they did was exacerbate the shortages.

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